When we bought the business two years ago we started looking very closely at the business process side and we knew the systems were underinvested in given the size of the company. Our decision to invest in Q360 sets us up for decades of growth. Visibility into the business is key. With 6 different systems, you can’t have the same level of visibility that the unified system Q360 offers.

How Casaplex Transformed Their Business with Q360

In this testimonial, Derek Goldstein, CEO of Casaplex, shares how Q360 completely changed the way their company operates after years of using multiple disconnected systems.

Before implementing Q360, Casaplex relied on a mix of QuickBooks, spreadsheets, and other standalone tools to run their business. Derek explained that this created constant challenges:

• Financial and job costing reports could take up to six months to compile.

• Data was often inconsistent, making it difficult to trust the numbers.

• The business was always “looking backwards,” reacting to problems instead of anticipating them.

Q360 brought everything together in a single unified platform, giving Derek and his team real-time visibility into every aspect of the business. Now, they can:

• Access accurate profit and loss reports instantly.

• Identify and resolve project issues early.

• Collaborate across departments with a single source of truth.

Derek also shared how Q360 helped them solve a major operational challenge:

When a manufacturer notified Casaplex of a defective batch of products, the team was able to trace every single unit from purchase order to client site. This allowed them to proactively alert customers before any issues arose, which Derek says was “game-changing” for customer trust and relationships.

As Derek summarized, “Having that unified approach is just game-changing. We’re much more ahead of the game now than we were before.”

Watch the full video to hear how Casaplex went from reactive to proactive with Q360.

I just want to let you know that our Q360™ support and project schedules reconcile to the financial statement Gross Profit within 4/100 of 1% of the total Gross Profit Dollars. Not too shabby. We never got anywhere near this level of precision with our former GP software.The financial statement values become “real” when they are supported by detailed schedules enumerating each victory or misstep by project and by call. This builds trust in the processes and overall automation for our users and it encourages them to drill down and find out what happened on specific projects and calls. Our former system had schedules of Projects and Calls, but it was nearly impossible to reconcile the schedules to the financial statement values for a whole host of reasons.This reconciliation element is another part of the value we are deriving from our new system. When I can get within less than $1,000 variance on a $1.8M monthly gross profit, it warms the hearts of accountants everywhere.“ “Q360 doesn’t sell software. Instead they enable you with tools to optimize your processes, while simultaneously challenging you to rethink where and how you generate your greatest returns on investment. Only those individuals who are serious about taking their organizations to the next level should consider the Q360 approach.